+172.5%
OKLO vs SWK
-23.3%
+195.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +2.8% | +11.1% | +13.2% |
| 7D | +14.1% | +10.7% | +3.4% | +10.9% |
| 30D | -22.7% | +33.3% | -56.0% | -28.6% |
| 3M | -44.6% | +14.7% | -59.2% | -46.7% |
| 6M | -63.0% | +48.5% | -111.5% | -66.7% |
| YTD | -62.6% | +63.9% | -126.5% | -67.1% |
| 1Y | -76.2% | +80.4% | -156.6% | -79.4% |
| 3Y | +160.8% | +58.1% | +102.7% | +126.9% |
| 5Y | +172.5% | -24.5% | +197.0% | +140.8% |
| All | +172.5% | -23.3% | +195.8% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling